General Settings

The General Configuration panel for AffinityLive is for making system-wide changes. 

To access the this panel, click on the "Administration" link in the navigation.

Then choose "General Configuration & Preferences" at the top of the Administration page. 

To view the options, you must be an admin user.

Note that the Accounts module has a separate configuration screen available via the Administration screen.

General Configuration

Company Name

Updating your company name will reflect in the following places:

• Invoices you send from AffinityLive, under the From section.
• In the Client Portal (Extranet) login screen.
• Any error reports that are submitted to the AffinityLive team.

Website

This will change the website that is included in the signature for all staff emails from AffinityLive.

Enable Middle name field

This turns on the middle name for the contacts module

Date Format

When signing up to AffinityLive, an administrator selected the default date format. This option allows you to change the date format used across the entire system. Note that some areas (or activity feeds) in AffinityLive use abbreviations such as "23 Jan" which will not change.

Timezone

If a user does not have their timezone set, it will default to use the system time. This field allows you to adjust the system timezone.

Currency

This option allows you to change the currency symbol displayed in AffinityLive - which is set to dollar ($) by default. This is only a visual setting, and will not change the currency being used by an integrated accounting system.

Business Number Title

This field allows you to configure the name of your business number field, which precedes the actual number/code. E.g. an Australian business may want their invoices to include the following information:

ABN: 381 940 482

A US business, however, may not use an "ABN", but some other business number code. Therefore, this field is where you set "ABN" to be something else.